iShares Russell 1000 Value Index shares owned by Grimes & Company
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 12k | 203.60 |
| 2025-06-30 | $2.2M | 11k | 194.22 |
| 2025-03-31 | $2.1M | 11k | 188.17 |
| 2024-12-31 | $1.8M | 9.9k | 185.13 |
| 2024-09-30 | $1.9M | 9.9k | 189.81 |
| 2024-06-30 | $1.7M | 9.9k | 174.47 |
| 2024-03-31 | $1.7M | 9.7k | 179.10 |
| 2023-12-31 | $1.7M | 10k | 165.26 |
| 2023-09-30 | $1.6M | 11k | 151.82 |
| 2023-06-30 | $1.6M | 9.9k | 157.83 |
| 2023-03-31 | $1.5M | 9.6k | 152.26 |
| 2022-12-31 | $1.3M | 8.7k | 151.65 |
| 2022-09-30 | $1.4M | 10k | 135.96 |
| 2022-06-30 | $1.2M | 8.1k | 144.95 |
| 2022-03-31 | $1.3M | 8.1k | 166.03 |
| 2021-12-31 | $1.4M | 8.4k | 167.98 |
| 2021-09-30 | $1.3M | 8.1k | 156.47 |
| 2021-06-30 | $1.3M | 8.1k | 158.61 |
| 2021-03-31 | $1.2M | 8.0k | 151.58 |
| 2020-12-31 | $965k | 7.1k | 136.80 |
| 2020-09-30 | $788k | 6.7k | 118.14 |
| 2020-06-30 | $743k | 6.6k | 112.59 |
| 2020-03-31 | $654k | 6.6k | 99.11 |
| 2019-12-31 | $919k | 6.7k | 136.41 |
| 2019-09-30 | $924k | 7.2k | 128.23 |
| 2019-06-30 | $525k | 4.1k | 127.12 |
| 2019-03-31 | $469k | 3.8k | 123.52 |
| 2018-12-31 | $402k | 3.6k | 111.14 |
| 2018-09-30 | $398k | 3.1k | 126.71 |
| 2018-06-30 | $434k | 3.6k | 121.50 |
| 2018-03-31 | $435k | 3.6k | 119.83 |
| 2017-12-31 | $451k | 3.6k | 124.24 |
| 2017-09-30 | $430k | 3.6k | 118.46 |
| 2017-06-30 | $423k | 3.6k | 116.53 |
| 2017-03-31 | $437k | 3.8k | 114.82 |
| 2016-12-31 | $511k | 4.6k | 112.14 |
| 2016-09-30 | $415k | 3.9k | 105.62 |
| 2016-06-30 | $406k | 3.9k | 103.33 |
| 2016-03-31 | $372k | 3.8k | 98.94 |
| 2015-12-31 | $368k | 3.8k | 97.87 |
| 2015-09-30 | $305k | 3.3k | 93.42 |
| 2015-06-30 | $337k | 3.3k | 103.22 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index